HCM
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HMS Capital Management’s Advanced Energy AEIS Stock Holding History

HMS Capital Management’s Portfolio AEIS Stock Details AEIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-5,487
Closed -$351K – 189
2018
Q1 		$351K Buy
5,487
+230
+4% +$15.9K 0.23% 114
2017
Q4 		$355K Sell
5,257
-250
-5% -$20.1K 0.26% 101
2017
Q3 		$445K Sell
5,507
-435
-7% -$31.5K 0.38% 94
2017
Q2 		$384K Hold
5,942
– – 0.34% 98
2017
Q1 		$444K Buy
+5,942
New +$367K 0.4% 86

Other funds holding AEIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

HMS Capital Management's AEIS Position: Q2 2018 in Review

HMS Capital Management sold out of Advanced Energy (AEIS) in Q2 2018, closing a stake of 5,487 shares — an estimated $351K sold.

HMS Capital Management first reported a position in AEIS in Q1 2017 and held it in 5 quarters. The position peaked at $445K in Q3 2017. 293 funds tracked by Wall St. Rank hold AEIS as of Q2 2018.

  • HMS Capital Management reported no remaining Advanced Energy position as of Q2 2018 after selling out during the quarter.
  • HMS Capital Management sold 5,487 Advanced Energy shares in Q2 2018, an estimated $351K.
  • HMS Capital Management first reported a position in Advanced Energy in Q1 2017 and held it in 5 quarters.
  • HMS Capital Management's Advanced Energy position peaked at $445K in Q3 2017.
  • 293 funds tracked by Wall St. Rank held Advanced Energy as of Q2 2018.

Based on HMS Capital Management's 13F filing for Q2 2018, filed 6 Aug 2018.